Be indispensable in your clients' most important plans.

Everplans Professional: help your clients organize, store and share all their legal, financial, healthcare and personal information – all in one, convenient place – so loved ones can find it when they need it.

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Everplans Professional: a co-branded life planning tool for you and your clients.

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Don't just take our word for it.

Here's what real advisors using Everplans Professional have to say.

Kim Natovitz

Kim Natovitz
President
The Natovitz Group

"Of all the platforms I investigated, Everplans was the most comprehensive and thought provoking. The exercise of populating a plan has deepened my relationship with clients."

Curt Sheldon

Curt Sheldon
Curt Sheldon
President and Lead Planner
C.L. Sheldon and Company

"Clients 'get' this product. When I introduce my clients to Everplans they immediately recognize the value of the product and process."

Bruce Bendell

Bruce Bendell
Bruce Bendell
Managing Member
Transitions Wealth Management

"Everplans empowers my clients to make [planning] decisions—and if they are unsure how to proceed, I am right there to help them work through the process as their trusted advisor."

Lucas Schwaller

Lucas Schwaller
Lucas Schwaller
Wealth Manager
FIM Group

"All our clients have loved the service and platform Everplans provides—and we love that Everplans helps us identify and eliminate any estate and end-of-life planning gaps we otherwise might have missed."

No other platform connects you to your client like we do.

Strengthen your client relationships and start a relevant new conversation.

Broaden your role as an advisor by filling in gaps in your clients' planning.

Reach the next generation of clients.

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Key Features

Co-brand your clients' Everplans experience– so when they see their plan, they see you.


Track your clients' progress through the plan and reach out when they need guidance.


Jump-start your clients' planning with our exclusive Just-In-Case Letter.


Collaborate with your clients to create and maintain a complete plan.


Add additional team members to collaborate on managing your clients' Everplans.


Import your clients directly from Redtail CRM.

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Flexible Pricing For Your Firm

With flexible pricing and robust functionality, we can customize a plan for everyone from sole proprietors to large firms.

Basic

Starting at:

$196/mo per advisor


Give Everplans to an unlimited number clients

Track client usage and progress

Starter cobranding for advisors

CRM integrations for easy data import


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Premium

Starting at:

$292/mo per advisor


All basic features plus:

Enhanced cobranding with firm logos and color schemes

Premium content services

Additional logins for staff

Enhanced marketing platform


View all features

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Discover how hundreds of professionals use Everplans to enhance their clients' experience

Frequently asked questions
We've Got Answers
What is an Everplan?
An Everplan is a secure, digital archive of everything your loved ones will need should something happen to you. An Everplan contains legal documents, account information, important passwords, end-of-life wishes, information about your house, emergency contacts, health information, and more.
Who is Everplans?
Everplans is a five-year-old company on a mission to ensure that everyone has a plan in place.
How does Everplans help advisors grow and retain AUM?
By using the Everplans platform, advisors are able to uncover the things that matter the most in their clients' lives and uncover gaps in their clients' planning. Everplans leads advisors to develop a deeper and more holistic connections with their clients and their families leading to stronger more sustainable relationships.
How does Everplans help an advisor connect with the next generation of wealth?
Everyone who has an Everplan is strongly encouraged to share their plan with "Deputies." These are important people whom your client trusts implicitly with their information. As your client’s trusted advisor, this creates unique opportunities to connect with spouses, adult children, and other family members, generating new leads into the next generation of clients.
What is "Network Amplifier?"
Everplans has created a thoughtful branding throughout the Deputy experience to provide easy introductions to the people that matter the most to your clients. A big aspect of this approach is the Network Amplfier, a mechanism designed to brand the advisor to the next generation and foster organic introductions to the client’s inner most circle.
How secure is Everplans?
Everplans uses bank-level AES-256 encryption, SSL using 2048-bit certificates and other industry-leading security technology to guard data. We encrypt every single personally identifiable field in the database, including your name and email address, and we regularly audit our environments and code for security issues.
Does Everplans offer support for advisors and clients?
Everplans has a dedicated customer success team that is there with you every step of the way. Our onboarding process includes webinars for your staff and for your clients, comprehensive materials you can use, and ongoing support available by phone, email, and chat.
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